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WFG Advisors’s Lear LEA Stock Holding History

WFG Advisors’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-844
Closed -$112K – 1589
2016
Q4 		$112K Sell
844
-837
-50% -$105K 0.03% 496
2016
Q3 		$204K Sell
1,681
-17
-1% -$1.94K 0.05% 369
2016
Q2 		$173K Buy
1,698
+332
+24% +$37.3K 0.05% 375
2016
Q1 		$152K Hold
1,366
– – 0.04% 375
2015
Q4 		$168K Buy
1,366
+17
+1% +$2.07K 0.05% 331
2015
Q3 		$147K Sell
1,349
-40
-3% -$4.17K 0.05% 360
2015
Q2 		$156K Hold
1,389
– – 0.04% 409
2015
Q1 		$154K Sell
1,389
-181
-12% -$19K 0.04% 416
2014
Q4 		$154K Buy
1,570
+124
+9% +$11.4K 0.03% 513
2014
Q3 		$125K Hold
1,446
– – 0.02% 584
2014
Q2 		$129K Buy
1,446
+30
+2% +$2.58K 0.02% 571
2014
Q1 		$119K Buy
1,416
+116
+9% +$9.24K 0.02% 585
2013
Q4 		$105K Buy
1,300
+250
+24% +$19.6K 0.01% 722
2013
Q3 		$75K Buy
1,050
+200
+24% +$13.8K 0.01% 788
2013
Q2 		$51K Buy
+850
New +$49K 0.01% 877

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return